Financial Services Advisor

Talkpush; Cape Town; On-site; ZAR 89,000 - 100,000; Full time

Benefits offered by this job

Medical aid or medical insurance

Retirement fund

Subsidized transport

Night shift allowance

Employee Assistance Programme (EAP)

Group life cover

Job summary

Concentrix in Cape Town is seeking a Financial Services Advisor to support an international campaign. Base salary is R8 500, with a vibrant on-site office and team camaraderie.

The role requires Grade 12, 12+ months’ international customer service or UK campaign experience, and a clear criminal/credit record. You will handle risk and compliance tasks, assist customers with debt solutions, and work across multiple systems in a fast-paced environment.

Qualifications

• Grade 12 / Matric with Mathematics or Accounting as a subject
• Minimum 12 months’ Customer Service experience within a UK campaign (Essential) OR 12+ months international customer service experience in Financial Services (Banking/Insurance)
• Customer Service Experience (Advantageous)
• Clear criminal and credit record
• Ability to work on multiple systems
• B2 English Language

Responsibilities

• Champions a strong risk culture in line with the I AM Risk principles
• Identifies, assesses, and reports risks and mitigates them
• Ensures full compliance with Financial Crime regulations and related controls
• Follows Treating Customers Fairly guidelines and protects customer data
• Accurately records all call content on relevant systems
• Completes 100% of mandatory training and escalates complex issues appropriately
• Works with line managers on growth areas and performance plans
• Educates customers and signs them to debt solutions to prevent further debt
• Matches customers to sustainable debt solutions and refers accounts as needed
• Keeps customer contact details up to date and maintains service levels across channels
• Listsens actively and empathetically to deliver right outcomes to customers

Skills

Customer service

English proficiency (B2)

Education

Grade 12 / Matric with Maths or Accounting

Job description

Ready to make an impact? Bring your skills, drive, and ambition to Concentrix — where 550,000+ game-changers across 70+ countries are proud to call us their employer of choice. Belong to a global community that celebrates individuality and diversity. Grow with the tools, support, and opportunities to become your best self. Thrivein a culture that champions your successand well-being. Unlock endless career possibilities and achieve greatness — together.

Jumpstart your career in Cape Town! Join Concentrix as a Financial Services Advisoron an internationally innovative campaign. R8500 base salary, vibrant on-site office, and friends for life.

This Financial Services Advisor role at Concentrix is a great match if you:

• Minimum of Grade 12 / Matric with Mathematics or Accounting as a subject
• Minimum 12 months’ Customer Service experience within a UK campaign (Essential)OR 12+ months international customer service experience in the Financial Services industry (Banking/Insurance)
• Customer Service Experience (Advantageous)
• Clear criminal and credit record
• Ability to work on multiple systems
• Able to prioritise and organise workload
• B2 English Language

What is in it for you?

In this role, we offer benefits that help you support your unique lifestyle:

• Base Salary of R8500
• Choice between Medical Aid OR Medical Insurance.
  • Medical aid – Covers only the employee
  • Medical insurance – Covers employee and 2 dependents
• Retirement Fund
  • 2.5% employer contribution, 2.5% employee contributions
• Subsidized transport
  • Subsidized transport is provided between the hours of 7 pm and 6 am - Employee will contribute a maximum of R350
• Night Shift allowance
  • 10 - 15% adder for all hours worked between 6 pm – 6 am
• Fantastic Employee Assistance Programme (EAP)
• Group life cover
• Access to financial well-being sessions, will-writing sessions and stress management sessions
• Team building and upskilling training opportunities
• Interactive and inclusive company culture

What you will do in this role

Managing Risk & Applying Control

• Champions a strong risk culturein line with theI AM Riskprinciples.
• Identifies, assesses, and reports risks(conduct, operational, credit, financial crime) and takes action to mitigate them.
• Ensures full compliancewith Financial Crime regulations — including anti-money laundering, sanctions, bribery, corruption, terrorist financing, and tax evasion controls.
• Follows TCF (Treating Customers Fairly)guidelines and protects customer data through correct ID&V processes.
• Accurately recordsall call content and actions on relevant systems.
• Completes 100% of mandatory trainingand escalates complex issues appropriately.

People

• Showspersonal resilienceduring emotionally difficult conversations.
• Acts as abrand role model and stayscurrent on Santander UK products and services.
• Commits toongoing learning, self-assessment, and development training.
• Works closely withline managerson growth areas and actively contributes to performance reviews and plans.

Commercial

• Educates customersand signposts them to support resources or third‑party help to prevent further debt.
• Matches customers to sustainable debt solutionsso they can repay what's owed and the bank can recover funds.
• Refers accountsto Debt Collection Agencies or Litigation when appropriate.
• Keepscustomer contact details up to date.
• Manages own performance tomaintain service levelsacross telephony and chat channels.

Customer

• Listens actively and empathetically, conducting a fullhealth and wealthfact-find.
• Treats each customer as anindividualto deliver the right outcome.
• Helps customers makeinformed decisionsusing the budget planner and fact‑find data.
• Clearly explainsnext steps, review dates, and consequences.
• Encourages customers to adoptdigital channels and self‑service tools.
• Delivers onproductivity and quality targetsto improve customer experience.

In One Sentence

"A customer‑focused role that combines empathetic debt support with strict risk, compliance, and regulatory responsibilities — helping vulnerable customers find sustainable solutions while protecting both the customer and the bank."

Eligibility to work

In accordance with South African law, only applicants who are legally authorized to work in SA will be considered for this position, and the appointment will be made in line with the company’s EE Plan.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel working within this job title.

Concentrix is an equal opportunity employer. Concentrix evaluates qualified applicants without regard to race, colour, religion, gender, national origin, age, sexual orientation, gender identity or expression, protected veteran status, disability status or any other legally protected characteristic.